MOR Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Philadelphia, PA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
103
Total value ($000)
$218,006
Net value change ($000)
-780 (-0.4%)
New positions
11
Sold out positions
13
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LVHI 1,923 11.5%
SPHQ 1,734 11.8%
IBRX 1,679 339.9%
TPL 1,633 42.3%
AZN 829 NEW
IWF 532 2.4%
SPYG 494 209.3%
WMT 441 NEW
CLNK 434 NEW
CRM 421 NEW
Top Reduces (Value $000, Stocks/ETFs)
SCHG -2,957 -10.5%
ACN -2,075 -26.1%
MSFT -593 -23.2%
AAPL -537 -7.4%
AZN -526 -100.0%
VOO -404 -100.0%
J -388 -100.0%
NVDA -361 -7.0%
IBIT -352 -50.4%
TT -316 -55.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type